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HK_L61
Dec 9, 2021 1:53 PM

Financial Stress - Problematic 

St. Louis Fed Financial Stress IndexFRED

Description

For the First time since FEB of 2020, the Stresses are now beginning to mount.

The highest ROC since the beginning of this prior 30% Decline.

GSCO has leaked a 2X acceleration for the TT - courtesy of the FED.

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Asset Prices cannot withstand uncertainty.

IN 2019 the FED Leaked to GSCO they would Hike Rates 4x's.

Instead, they Cut 2 x's.

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TwoLip Mania cares about the FED's Policy, although it appears Good News remains
Bad News.

Inflation is feeding upon itself - the FED is willing to tolerate Inflation until it unsettles
the Hoi Polloi and their overlords.

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Undercurrents....

Comment

PBOC liquidity management #2 Update - reduces internal Dollars and FX Currencies Forcing a Yuan Devaluation.
Comments
robtabamo
So you both are betting against the dollar and implying that the US central bank will implode come 2022. Correct me if im wrong.
Johnny_Rockets88
@robtabamo no I'm long dollars right now. This isn't a straight move. First everyone needs to default first. massive margin calls, home defaults, car repossessions, the normal insolvency crisis. then we can move to the next show of this double feature.
robtabamo
@jscheurichiv, thats a big if. thats not where leverage is happening rn. TINA is still in equities.
robtabamo
@jscheurichiv, interesting youre long dollar. why.
Johnny_Rockets88
@robtabamo there is no "If" in my statement. This is inevitable......
robtabamo
@jscheurichiv, indeed there is not. But like conviction, it can either make you or break you. George Soros is known for blowing up the bank of England yet the bank is still operational.
robtabamo
FUD. Powell will kill inflation in 2022 and be regarded as modern day vaulker.
HK_L61
@robtabamo, GL Elmer
robtabamo
@HK_L61, i see what you did there lol. Im gonna stick to my thesis. This will be an interesting unravel.
Johnny_Rockets88
@robtabamo 😆 🤣 😂 yeah because he's such an amazing economist he will design an entirely new playbook to run to save America and the Dollar from collapse without sacrificing the markets and the wealth of the .01%. 👌
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